Guardian Investor Services’s Morgan Stanley MS Stock Holding History

Guardian Investor Services’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$380K	Buy	10,647 +78	+0.7%	+$2.8K	0.3%	81
2014 Q4	$410K	Sell	10,569 -293	-3%	-$10.4K	0.32%	80
2014 Q3	$375K	Buy	10,862 +428	+4%	+$14.3K	0.3%	82
2014 Q2	$337K	Sell	10,434 -250	-2%	-$7.71K	0.26%	95
2014 Q1	$333K	Sell	10,684 -459	-4%	-$14.2K	0.26%	93
2013 Q4	$349K	Buy	11,143 +150	+1%	+$4.46K	0.27%	89
2013 Q3	$296K	Sell	10,993 -159	-1%	-$4.27K	0.25%	93
2013 Q2	$272K	Buy	+11,152	New	+$264K	0.23%	100

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Guardian Investor Services's MS Position: Q1 2015 in Review

Guardian Investor Services increased its Morgan Stanley (MS) stake by 0.74% in Q1 2015, buying an estimated $2.8K and bringing the position to 10,647 shares worth $380K. The position accounts for 0.3% of the portfolio, ranked #81.

Guardian Investor Services first reported a position in MS in Q2 2013 and has held it in 8 quarters since. The position peaked at $410K in Q4 2014. 789 funds tracked by Wall St. Rank hold MS as of Q1 2015.

Guardian Investor Services held 10,647 shares of Morgan Stanley worth $380K as of Q1 2015.
Guardian Investor Services bought 78 Morgan Stanley shares in Q1 2015, an estimated $2.8K.
Morgan Stanley made up 0.3% of Guardian Investor Services's portfolio in Q1 2015, its #81 holding.
Guardian Investor Services first reported a position in Morgan Stanley in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Morgan Stanley position peaked at $410K in Q4 2014.
789 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.